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April 25, 2024
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
April 24, 2024
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
February 16, 2022
Background - Back in 2013, the IRS opened its first 6-year cycle of reviewing and issuing opinion letters on 403(b) pre-approved documents. Most of the approval letters...
February 14, 2022
Back in 2013, the IRS opened its first 6-year cycle of reviewing and issuing opinion letters on 403(b) pre-approved documents.